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How To Apply Payments To Appointments
How To Apply Payments To Appointments

Learn how to process or track various payments to your client appointments

Marc avatar
Written by Marc
Updated over a week ago

To access the Point of Sale to apply a payment for a completed appointment follow the steps below:

  • From your Appointment Preview, either select the Invoice button or change the appointment status to Done

  • You will be redirected to the invoice for that appointment where you can:

  1. Add additional services, products or past appointments for this provider

  2. Edit or modify the existing items on the invoice (taxes, discounts, quantity etc.)

  3. Proceed to Pay or track the payment for this appointment

Select the payment method you would like to track or process payment for:

  • Cash

  • Yocale Pay

  • Physical card terminal

  • Other

Once the payment is processed, you will be taken to a receipt page

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